Responsibilities - Candidates with experience in AI project management or commercial banking are preferred
- Build Dashboards and Sales Tools
- Prepare and monitor annual P&L, budgeting and Business Plan
- Monitor business performance, financial KPIs and segment movement on customer and channel level
- Drive business insights with market research, competitor benchmarking & ongoing customer portfolio study
- Conduct customer analysis, enhance understanding of customer portfolio, monitor changes in customer behaviors and identify opportunity for cross-selling and services enhancement
- Establish a single of customer lead generation and identify opportunities to improve lead quality
- Initiate, develop and implement data applications such as online browsing behavior, 3 rd party data collaboration, triggering event to channels/ customers
- Conduct management updates with regular & ad-hoc financial and business analysis in report, spreadsheet and presentation format
- Work closely with Business Finance, Customer Intelligence, IT etc to drive the smoothen implementation of all data initiatives
Requirements - Bachelor degree or above in Data Science, Statistics, Computer Science, Business Administration or related disciplines
- At least 3 years experience in financial industry with proven experience and track record in business & portfolio management, data analysis, research
- Ability to transform big data into actionable insights
- Experience in AI project management was preferable
- Work in agile with Scrum master
- Proactive, innovative with strong problem-solving capacity and strategic thinking
- Strong influential skills to promote collaboration and engagement with key stakeholders
- Hands on experience in Alteryx / Python / R / SAS / SQL / Excel VBA
- Hands on experience in visualization tool (Quick BI / Tableau)
If you are applying for in-scope position(s) under the Mandatory Reference Checking Scheme (i.e., A role carrying out regulated activities licensed by the IA, SFC & MPFA), you are required to undergo the Mandatory Reference Checking. Our responsible recruiter will inform you the details of the MRC process and the requirements in due course. For details, please click here .